Recapping the Fed meeting: Central bankers are wrong on AI. Plus, earnings for Meta (META), Microsoft (MSFT), Tesla (TSLA), and Whirlpool (WHR)... Software companies are in trouble… And our next Trump trade: A critical player in the AI supply chain.
Big Tech's big valuation gap. Plus, wrapping up Davos… General Electric's (GE) post-earnings selloff could be a warning sign… Will AI kill the software sector? … Bitmine Immersion Tech's (BMNR) Mr. Beast investment… And an investing lesson from natgas's surge.
Everyone’s calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.
How the Fed's about-face on interest rates will impact the market. Plus, avoid this common mistake when shorting stocks… The AT&T (T)/EchoStar (SATS) deal… Has Eli Lilly (LLY) bottomed? … And Nvidia's (NVDA) earnings.
Should you buy Nvidia (NVDA) on this pullback? … Why Hims & Hers Health (HIMS) is crashing… Is Salesforce (CRM) a buy? … What's behind the crypto plunge… An important lesson on market selloffs… And some stocks we're watching closely.
